Baggette + Co Wealth Management has announced further growth with the appointment of two further members of its Client Services Team and two promotions within its Research & Planning Team.
The appointments and promotions are part of its continuing commitment to recognising and promoting talent within the firm and ensuring that its business continues to offer the highest quality wealth management services to its clients across Dorset.
Louise Perry, who joined the firm in 2016, has been promoted to Senior Paraplanner within the Research & Planning Team, whilst Daniel Humphries has been promoted to Junior Paraplanner following an impressive two years with the firm.
The duo’s progress reflects Baggette + Co’s commitment to training and professional development, which is actively supported throughout the business to help the team grow within the company.
Reflecting on her journey, Louise said:
“I’ve really enjoyed my time at Baggette + Co, and I’m delighted to have the opportunity to progress my career here. The firm’s ethos supports a genuine work/life balance and encourages personal development at all levels.”
Daniel, who joined Baggette + Co in 2022, quickly became an integral part of the Client Services Team, joining as a Client Relationship Manager before moving on to providing paraplanning support for the independent financial advisers across the business.
Speaking about his promotion, Daniel said:
“Baggette + Co has always had an outstanding reputation in financial planning, so I’m really pleased to be continuing my learning journey by working alongside an exceptional team of independent financial advisers and client services. It’s great to be part of some ambitious and exciting growth plans.”
The Client Services Team also welcomes two new team members, Sophie Harrigan and Bethany Cooper, who both join as Client Servicing Administrators.
Sophie, who brings her valuable experience from an independent specialist fund management firm in London, said:
“I’ve thoroughly enjoyed my first few weeks here at Baggette + Co. I have felt so warmly welcomed by the whole team, and I am looking forward to fresh challenges going forward.”
Bethany joins Baggette + Co from a financial planning firm in Salisbury, working alongside the paraplanning and client services teams.
Bethany said:
“I’m thrilled to be joining Baggette + Co at this stage in my career. I’m looking forward to developing my skills and contributing to the team’s success in any way I can.”
Established in Poole in 1986, Baggette + Co has consistently grown, attracting top financial talent who serve clients across Dorset, Hampshire, and the South Coast.
In 2023, Baggette + Co underwent a management buyout from founder Keith Baggette by independent financial adviser Oscar Hjalmas and business adviser, Jo Hjalmas.
Since then, the firm has grown to over 29 dedicated financial professionals, with this success attributed to its genuinely independent approach to financial planning and unwavering commitment to transparency and client service.
Jo Hjalmas, Managing Director at Baggette + Co said:
“Huge congratulations to Louise and Daniel for their well-deserved promotions. They have both consistently made meaningful contributions to our clients and our business over the years. We are strongly committed to promoting from within, developing exceptional talent and rewarding excellence in clear career pathways to leadership positions, allowing us to shape the next generation of financial advisers.
Jo continued:
“I’m also delighted to welcome Sophie and Bethany to the Client Services Team. Our Paraplanning and Client Services Teams are at the heart of our business. They ensure that not only do our valued clients receive the help and support they need, but they do it in a way that reflects our business values consistently.”
Interested in a Career in Wealth Management?
If you are interested in pursuing a career in financial services or would like to chat with one of our experienced independent financial advisers in Poole, contact Jo Hjalmas on 01202 676983 or email [email protected].